See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,075 | $100,923+69.5% | $150,045+14.0% | $74,304+130.2% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.3%+16.1pp | 60.3%+38.1pp |
| Annual return | 42.86% | 51.77%-8.9pp | 62.55%-19.7pp | 29.43%+13.4pp |
| Employer contribution / active EE | $10,324 | $3,463+198.1% | $4,693+120.0% | $2,241+360.7% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |